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BLEAMAN LAW FIRM, P. C. 401(K) PLAN 401k Plan overview

Plan NameBLEAMAN LAW FIRM, P. C. 401(K) PLAN
Plan identification number 001

BLEAMAN LAW FIRM, P. C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BLEAMAN LAW FIRM, P.C. has sponsored the creation of one or more 401k plans.

Company Name:BLEAMAN LAW FIRM, P.C.
Employer identification number (EIN):760776336
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLEAMAN LAW FIRM, P. C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARC BLEAMAN2023-10-15
0012021-01-01MARC BLEAMAN2022-10-14
0012020-01-01MARC BLEAMAN2021-10-14
0012016-01-01
0012015-01-01MARC BLEAMAN2016-10-11
0012014-01-01MARC BLEAMAN2015-10-12
0012013-01-01MARC BLEAMAN MARC BLEAMAN2014-10-15
0012012-01-01MARC BLEAMAN MARC BLEAMAN2013-10-11
0012011-01-01MARC BLEAMAN MARC BLEAMAN2012-09-24
0012009-01-01MARC BLEAMAN
0012009-01-01MARC BLEAMAN

Plan Statistics for BLEAMAN LAW FIRM, P. C. 401(K) PLAN

401k plan membership statisitcs for BLEAMAN LAW FIRM, P. C. 401(K) PLAN

Measure Date Value
2013: BLEAMAN LAW FIRM, P. C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BLEAMAN LAW FIRM, P. C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BLEAMAN LAW FIRM, P. C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BLEAMAN LAW FIRM, P. C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BLEAMAN LAW FIRM, P. C. 401(K) PLAN

Measure Date Value
2013 : BLEAMAN LAW FIRM, P. C. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$29,667
Expenses. Total of all expenses incurred2013-12-31$17,569
Benefits paid (including direct rollovers)2013-12-31$17,569
Total plan assets at end of year2013-12-31$87,255
Total plan assets at beginning of year2013-12-31$75,157
Value of fidelity bond covering the plan2013-12-31$5,000
Total contributions received or receivable from participants2013-12-31$15,219
Other income received2013-12-31$8,112
Net income (gross income less expenses)2013-12-31$12,098
Net plan assets at end of year (total assets less liabilities)2013-12-31$87,255
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$75,157
Assets. Value of participant loans2013-12-31$1,400
Total contributions received or receivable from employer(s)2013-12-31$6,336
2012 : BLEAMAN LAW FIRM, P. C. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$24,124
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$75,157
Total plan assets at beginning of year2012-12-31$51,033
Value of fidelity bond covering the plan2012-12-31$5,000
Total contributions received or receivable from participants2012-12-31$15,952
Other income received2012-12-31$3,087
Net income (gross income less expenses)2012-12-31$24,124
Net plan assets at end of year (total assets less liabilities)2012-12-31$75,157
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$51,033
Assets. Value of participant loans2012-12-31$1,400
Total contributions received or receivable from employer(s)2012-12-31$5,085
2011 : BLEAMAN LAW FIRM, P. C. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$10,630
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$51,033
Total plan assets at beginning of year2011-12-31$40,403
Value of fidelity bond covering the plan2011-12-31$5,000
Total contributions received or receivable from participants2011-12-31$7,850
Other income received2011-12-31$-5,712
Net income (gross income less expenses)2011-12-31$10,630
Net plan assets at end of year (total assets less liabilities)2011-12-31$51,033
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$40,403
Assets. Value of participant loans2011-12-31$1,400
Total contributions received or receivable from employer(s)2011-12-31$8,492
2010 : BLEAMAN LAW FIRM, P. C. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$17,975
Expenses. Total of all expenses incurred2010-12-31$1,033
Benefits paid (including direct rollovers)2010-12-31$1,033
Total plan assets at end of year2010-12-31$40,403
Total plan assets at beginning of year2010-12-31$23,461
Value of fidelity bond covering the plan2010-12-31$5,000
Total contributions received or receivable from participants2010-12-31$10,609
Other income received2010-12-31$61
Net income (gross income less expenses)2010-12-31$16,942
Net plan assets at end of year (total assets less liabilities)2010-12-31$40,403
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$23,461
Total contributions received or receivable from employer(s)2010-12-31$7,305

Form 5500 Responses for BLEAMAN LAW FIRM, P. C. 401(K) PLAN

2013: BLEAMAN LAW FIRM, P. C. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BLEAMAN LAW FIRM, P. C. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BLEAMAN LAW FIRM, P. C. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BLEAMAN LAW FIRM, P. C. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number788-00076
Policy instance 1
Insurance contract or identification number788-00076
Insurance policy start date2011-01-01
Insurance policy end date2011-12-14
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number788-00076
Policy instance 2
Insurance contract or identification number788-00076
Insurance policy start date2011-12-15
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $433
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number788-00076
Policy instance 1
Insurance contract or identification number788-00076
Number of Individuals Covered5
Insurance policy start date2010-01-01
Insurance policy end date2010-12-14
Total amount of commissions paid to insurance brokerUSD $537
Total amount of fees paid to insurance companyUSD $37
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $537
Insurance broker organization code?4
Amount paid for insurance broker fees37
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker nameBENEFIT AND RETIREMENT STRATEGIES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number788-00076
Policy instance 2
Insurance contract or identification number788-00076
Number of Individuals Covered5
Insurance policy start date2010-12-15
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $48
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $48
Insurance broker organization code?4
Insurance broker nameAXA ADVISORS, LLC

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